IAA
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Independent Advisor Alliance’s Synchrony SYF Stock Holding History

Independent Advisor Alliance’s Portfolio SYF Stock Details SYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$873K Buy
11,473
+529
+5% +$38.9K 0.02% 502
2026
Q1 		$744K Sell
10,944
-7,049
-39% -$513K 0.01% 966
2025
Q4 		$1.5M Buy
17,993
+1,437
+9% +$110K 0.04% 365
2025
Q3 		$1.18M Buy
16,556
+2,230
+16% +$162K 0.03% 415
2025
Q2 		$956K Sell
14,326
-88
-0.6% -$4.92K 0.03% 428
2025
Q1 		$763K Buy
14,414
+4
+0% +$247 0.03% 421
2024
Q4 		$937K Buy
14,410
+1,633
+13% +$100K 0.01% 747
2024
Q3 		$637K Sell
12,777
-347
-3% -$16.8K 0.02% 409
2024
Q2 		$619K Buy
13,124
+2,064
+19% +$89.6K 0.02% 412
2024
Q1 		$477K Buy
11,060
+4,646
+72% +$185K 0.02% 464
2023
Q4 		$245K Buy
+6,414
New +$203K 0.01% 596

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Independent Advisor Alliance's SYF Position: Q2 2026 in Review

Independent Advisor Alliance increased its Synchrony (SYF) stake by 4.8% in Q2 2026, buying an estimated $38.9K and bringing the position to 11,473 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #502.

Independent Advisor Alliance first reported a position in SYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Independent Advisor Alliance held 11,473 shares of Synchrony worth $873K as of Q2 2026.
  • Independent Advisor Alliance bought 529 Synchrony shares in Q2 2026, an estimated $38.9K.
  • Synchrony made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #502 holding.
  • Independent Advisor Alliance first reported a position in Synchrony in Q4 2023 and has held it in 11 quarters since.
  • Independent Advisor Alliance's Synchrony position peaked at $1.5M in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.